Advocate Investing Services LLC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 2110509
WOODBINE, MD
Position in PMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$181,608
-$6,118 QoQ
Shares Held
16,100
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#117
of 210 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Advocate Investing Services LLC holds $183,776 across 2 REIT - Mortgage names. PMT ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PMT |
PennyMac Mortgage Investment Trust
This page
|
16,100 | $181,608 | |
| 2 | ABR |
Arbor Realty Trust Inc
|
400 | $2,168 |
All Filings in PMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,608 | 16,100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $187,726 | 16,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $358,289 | 28,549 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||